Educational Resources
Estate & Gift Planning
The documents, the trusts, and the transfer strategies behind them, what each one does, and when a family actually needs it.
Resources.
Explainers and worksheets on each part of the topic.
- Reviewing Your Estate Plan (Dec)
- Do You Have These Key Estate Planning Documents? (Jan)
- What Is a Trust Fund and How Does It Work?
- Use of Trusts and Creditor Implications
- Who Is Your Descendant: Who Inherits Under Your Will And Trusts?
- Bypassing Probate
- Estate Planning Pyramid
- Status of State Death Taxes: Summary
- Health Care Proxies - 5 Biggest Mistakes
- You've Received an Inheritance, Now What? (Oct)
- Retirement Plans and Estate Planning
- Estate as Beneficiary of Traditional IRA or Retirement Plan
- Spouse as Beneficiary of Traditional IRA or Retirement Plan
- Child, Grandchild, or Other Individual as Beneficiary of Traditional IRA or Retirement Plan
- Business Succession Planning
- Business Succession Planning Alternatives
- Minority Position with Buy-Sell over Time
- Structuring a Tax-Free Sale
- Structuring Taxable Sales
- Retained Voting Rights
- Selling Your Business to Family
- Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
- Family LLC Examples in Estate Planning
Related educational materials.
Deeper reading on the same topic.
- The 3 Phases of Business Continuation Planning
- Limits on Trusts
- Business Owners, What's Your Succession Plan?
- Using Charitable Trusts to Transfer Business Assets
- Using a Buy-Sell Agreement when Selling Your Business to Nonfamily
- Portability of Applicable Exclusion Amount between Spouses
- Charitable Giving
- Estate Planning for U.S. Citizens Living Abroad
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